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Nonprofit · EIN 59-3613920

BERMAN FAMILY FOUNDATION INC

Tax-exempt · JACKSONVILLE, FL 32206

Financials

$145K$189K2023$191K$188K2024$132K$194K2025
Revenue Expenses · by fiscal year end
Financials of BERMAN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$131,813$193,566-$61,753$2,134,439$0$2,134,439
June 30, 2025990-PF$190,968$187,563$3,405$2,196,192$0$2,196,192
June 30, 2024990-PF$144,771$188,546-$43,775$2,192,787$0$2,192,787
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$74,501
Interest
$681
Net gain from sales of assets
$56,631

Expenses

Grants and similar amounts paid
$165,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$165,000
Excise tax on investment income
$1,475

Balance sheet and other

Total assets, start of year
$2,196,192
Total assets, end of year
$2,134,439
Total liabilities, end of year
$0
Net assets, end of year
$2,134,439
Fair market value of assets
$3,820,181
Qualifying distributions
$165,000
Net investment income
$131,813

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
ROCHELLE B STODDARD
2500 EVERGREEN AVENUE, JACKSONVILLE, FL 322063127
PRESIDENT0.25$0
REBECCA JANSSON
2500 EVERGREEN AVE, JACKSONVILLE, FL 32206
VP0$0
ERIC BERMAN
2500 EVERGREEN AVENUE, JACKSONVILLE, FL 322063127
VP0$0
DAVID STODDARD
2500 EVERGREEN AVENUE, JACKSONVILLE, FL 322063127
VICE PRESIDENT0$0
990-PF for the year ended June 30, 2025: 4 people
NameTitleHours / weekCompensation
ROCHELLE B STODDARD
2500 EVERGREEN AVENUE, JACKSONVILLE, FL 322063127
PRESIDENT0.25$0
REBECCA JANSSON
2500 EVERGREEN AVE, JACKSONVILLE, FL 32206
SECRETARY0$0
ERIC BERMAN
2500 EVERGREEN AVENUE, JACKSONVILLE, FL 322063127
VP0$0
DAVID STODDARD
2500 EVERGREEN AVENUE, JACKSONVILLE, FL 322063127
VICE PRESIDENT0$0
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
ROCHELLE B STODDARD
2500 EVERGREEN AVENUE, JACKSONVILLE, FL 322063127
PRESIDENT0.25$0
REBECCA JANSSON
2500 EVERGREEN AVE, JACKSONVILLE, FL 32206
SECRETARY0$0
ERIC BERMAN
2500 EVERGREEN AVENUE, JACKSONVILLE, FL 322063127
VP0$0
DAVID STODDARD
2500 EVERGREEN AVENUE, JACKSONVILLE, FL 322063127
VICE PRESIDENT0$0

Address and contacts

Address (IRS master file)
2500 EVERGREEN AVE, JACKSONVILLE, FL 32206-3127
In care of
% CHARLES BERMAN
Signed the 990-PF
ROCHELLE B STODDARD, PRESIDENT
Phone
(904) 739-1311
Return prepared by
SHORSTEIN & SHORSTEIN PA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
59-3613920
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2000
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$2,196,192
Income (IRS master file)
$690,467

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$131,813$193,566$2,134,439XML
990-PFJune 2025$190,968$187,563$2,196,192XML
990-PFJune 2024$144,771$188,546$2,192,787XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 2019–––IRS
990-PFJune 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-3613920).

Questions about BERMAN FAMILY FOUNDATION INC

What is the EIN of BERMAN FAMILY FOUNDATION INC?
The employer identification number (EIN) of BERMAN FAMILY FOUNDATION INC is 59-3613920.
Is BERMAN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to BERMAN FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERMAN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BERMAN FAMILY FOUNDATION INC due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERMAN FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of BERMAN FAMILY FOUNDATION INC?
The 990-PF for the year ended June 30, 2026 lists 4 people; 0 received compensation from the organization.
How much revenue does BERMAN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $131,813, expenses of $193,566 and total assets of $2,134,439 at year end.

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